See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,487 | $165,335-55.6% | $149,696-50.9% | $158,922-53.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -4.11% | 348.15%-352.3pp | 276.60%-280.7pp | 302.83%-306.9pp |
| Employer contribution / active EE | $2,054 | $5,103-59.7% | $4,644-55.8% | $4,761-56.8% |
| Participant deferral / active EE | $4,226 | $7,181-41.2% | $6,842-38.2% | $5,982-29.4% |
| Admin fee / account holder | $1,786 | $10,807-83.5% | $9,309-80.8% | $11,246-84.1% |